LeadConnector + vcita
Update clients in vcita when pipeline stages change in LeadConnector
Optimize your sales pipeline management with this dynamic workflow between LeadConnector and vcita. Whenever a stage changes in your LeadConnector pipeline, this automation will promptly update the corresponding client in your vcita application. This seamless integration ensures you're always up-to-date with your client's progress, eliminating manual tracking while streamlining your sales process. The result? More efficient client management and improved lead-to-sale conversion.
Optimize your sales pipeline management with this dynamic workflow between LeadConnector and vcita. Whenever a stage changes in your LeadConnector pipeline, this automation will promptly update the corresponding client in your vcita application. This seamless integration ensures you're always up-to-date with your client's progress, eliminating manual tracking while streamlining your sales process. The result? More efficient client management and improved lead-to-sale conversion.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Update Client
Updates a client.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Appointment
Triggers when a new appointment is created.
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First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Client
Triggers when new client is created.
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